ABOUT
Quinn Im, CFP® brings over 20+ years of experience, knowledge and dedication to his clients in the financial services industry. The most important attribute that he possess, is his commitment to getting to really know and understand his clients. At the core, it is his belief that his relationship with his clients should be long term, based on mutual trust and respect.
Securities Licenses & Certifications
CFP® – Certified Financial Planner
Series 6 – Investment Company Products/Variable Contracts Representative Examination
Series 63 – Uniform Securities Agent State Law Examination
Series 65 – Uniform Investment Adviser Law Examination
Series 7 – General Securities Representative Examination
Series 24 – General Securities Principal Examination